0001104659-24-110780.txt : 20241023
0001104659-24-110780.hdr.sgml : 20241023
20241023115001
ACCESSION NUMBER: 0001104659-24-110780
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241023
DATE AS OF CHANGE: 20241023
EFFECTIVENESS DATE: 20241023
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LYELL WEALTH MANAGEMENT, LP
CENTRAL INDEX KEY: 0001686444
ORGANIZATION NAME:
IRS NUMBER: 811713122
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17772
FILM NUMBER: 241388306
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: 650-353-3692
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001686444
XXXXXXXX
09-30-2024
09-30-2024
false
LYELL WEALTH MANAGEMENT, LP
3000 Sand Hill Road, Building One
Suite 135
Menlo Park
CA
94025
13F HOLDINGS REPORT
028-17772
N
Kevin Connell
Chief Compliance Officer
650-353-3696
/s/ Kevin Connell
Menlo Park
CA
10-23-2024
0
207
1099788762
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS COM
Stock
002824100
6579471
57710
SH
SOLE
57710
0
0
ABBVIE INC COM
Stock
00287Y109
329989
1671
SH
SOLE
1671
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
208553
590
SH
SOLE
590
0
0
ADOBE INC COM
Stock
00724F101
10000921
19315
SH
SOLE
19315
0
0
ADVANCED MICRO DEVICES INC COM
Stock
007903107
14314339
87240
SH
SOLE
87240
0
0
AGILENT TECHNOLOGIES INC COM
Stock
00846U101
1164826
7845
SH
SOLE
7845
0
0
ALERIAN MLP ETF
ETF
00162Q452
212085
4500
SH
SOLE
4500
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
23266325
140285
SH
SOLE
140285
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
17176076
102734
SH
SOLE
102734
0
0
AMAZON COM INC COM
Stock
023135106
29854911
160226
SH
SOLE
160226
0
0
AMERICAN EXPRESS CO COM
Stock
025816109
1140396
4205
SH
SOLE
4205
0
0
AMERIPRISE FINL INC COM
Stock
03076C106
659613
1404
SH
SOLE
1404
0
0
AMETEK INC COM
Stock
031100100
352692
2054
SH
SOLE
2054
0
0
AMGEN INC COM
Stock
031162100
485893
1508
SH
SOLE
1508
0
0
AMPHENOL CORP NEW CL A
Stock
032095101
10757395
165092
SH
SOLE
165092
0
0
ANSYS INC COM
Stock
03662Q105
200418
629
SH
SOLE
629
0
0
APPLE INC COM
Stock
037833100
43099573
184977
SH
SOLE
184977
0
0
APPLIED MATLS INC COM
Stock
038222105
260240
1288
SH
SOLE
1288
0
0
ASML HOLDING N V N Y REGISTRY SHS
ADR
N07059210
15033497
18042
SH
SOLE
18042
0
0
ATLAS ENERGY SOLUTIONS INC COM NEW
Stock
642045108
321899
14766
SH
SOLE
14766
0
0
ATLASSIAN CORPORATION CL A
Stock
049468101
2009105
12651
SH
SOLE
12651
0
0
AXON ENTERPRISE INC COM
Stock
05464C101
401598
1005
SH
SOLE
1005
0
0
BALL CORP COM
Stock
058498106
3712300
54665
SH
SOLE
54665
0
0
BANK AMERICA CORP COM
Stock
060505104
3595722
90618
SH
SOLE
90618
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
2988928
6494
SH
SOLE
6494
0
0
BHP GROUP LTD SPONSORED ADS
ADR
088606108
1333019
21462
SH
SOLE
21462
0
0
BLACKROCK INC COM
Stock
09290D101
5313102
5596
SH
SOLE
5596
0
0
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
292072
5645
SH
SOLE
5645
0
0
BROADCOM INC COM
Stock
11135F101
2865241
16610
SH
SOLE
16610
0
0
BROADRIDGE FINL SOLUTIONS INC COM
Stock
11133T103
4223834
19643
SH
SOLE
19643
0
0
CADENCE DESIGN SYSTEM INC COM
Stock
127387108
12061377
44502
SH
SOLE
44502
0
0
CATERPILLAR INC COM
Stock
149123101
13826092
35350
SH
SOLE
35350
0
0
CHEVRON CORP NEW COM
Stock
166764100
7674092
52109
SH
SOLE
52109
0
0
CHIPOTLE MEXICAN GRILL INC COM
Stock
169656105
280148
4862
SH
SOLE
4862
0
0
CISCO SYS INC COM
Stock
17275R102
866262
16277
SH
SOLE
16277
0
0
CLOUDFLARE INC CL A COM
Stock
18915M107
3257198
40267
SH
SOLE
40267
0
0
COCA COLA CO COM
Stock
191216100
379062
5275
SH
SOLE
5275
0
0
COHERENT CORP COM
Stock
19247G107
266730
3000
SH
SOLE
3000
0
0
CONOCOPHILLIPS COM
Stock
20825C104
4923419
46765
SH
SOLE
46765
0
0
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ETF
81369Y308
410601
4947
SH
SOLE
4947
0
0
CORVEL CORP COM
Stock
221006109
2928934
8960
SH
SOLE
8960
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
23964574
27032
SH
SOLE
27032
0
0
CROWN CASTLE INC COM
REIT
22822V101
4785685
40341
SH
SOLE
40341
0
0
CSX CORP COM
Stock
126408103
949851
27508
SH
SOLE
27508
0
0
D R HORTON INC COM
Stock
23331A109
20368322
106769
SH
SOLE
106769
0
0
DEERE & CO COM
Stock
244199105
6012891
14408
SH
SOLE
14408
0
0
DEXCOM INC COM
Stock
252131107
4360282
65040
SH
SOLE
65040
0
0
DIGITAL RLTY TR INC COM
REIT
253868103
8899841
54995
SH
SOLE
54995
0
0
DISNEY WALT CO COM
Stock
254687106
4051042
42115
SH
SOLE
42115
0
0
DOCUSIGN INC COM
Stock
256163106
1198834
19308
SH
SOLE
19308
0
0
DOORDASH INC CL A
Stock
25809K105
1608139
11267
SH
SOLE
11267
0
0
DRAFTKINGS INC NEW COM CL A
Stock
26142V105
358641
9149
SH
SOLE
9149
0
0
EATON CORP PLC SHS
Stock
G29183103
366904
1107
SH
SOLE
1107
0
0
ELI LILLY & CO COM
Stock
532457108
2198017
2481
SH
SOLE
2481
0
0
ENBRIDGE INC COM
Stock
29250N105
226604
5580
SH
SOLE
5580
0
0
ENERGY SELECT SECTOR SPDR FUND
ETF
81369Y506
9037605
102934
SH
SOLE
102934
0
0
ENERGY TRANSFER L P COM UT LTD PTN
Stock
29273V100
166118
10350
SH
SOLE
10350
0
0
ENTERPRISE PRODS PARTNERS L P COM
Stock
293792107
220916
7589
SH
SOLE
7589
0
0
EQUINIX INC COM
REIT
29444U700
1170784
1319
SH
SOLE
1319
0
0
EXTREME NETWORKS COM
Stock
30226D106
8356920
556016
SH
SOLE
556016
0
0
EXXON MOBIL CORP COM
Stock
30231G102
1953471
16665
SH
SOLE
16665
0
0
FEDEX CORP COM
Stock
31428X106
230439
842
SH
SOLE
842
0
0
FINANCIAL SELECT SECTOR SPDR FUND
ETF
81369Y605
970202
21408
SH
SOLE
21408
0
0
FIRST TRUST DOW JONES INTERNET INDEX FUND
ETF
33733E302
1193874
5636
SH
SOLE
5636
0
0
FORD MTR CO COM
Stock
345370860
157083
14875
SH
SOLE
14875
0
0
FREEPORT-MCMORAN INC CL B
Stock
35671D857
7489997
150040
SH
SOLE
150040
0
0
GE AEROSPACE COM NEW
Stock
369604301
280041
1485
SH
SOLE
1485
0
0
GENERAC HLDGS INC COM
Stock
368736104
382901
2410
SH
SOLE
2410
0
0
GILEAD SCIENCES INC COM
Stock
375558103
606163
7230
SH
SOLE
7230
0
0
GOLDMAN SACHS GROUP INC COM
Stock
38141G104
267855
541
SH
SOLE
541
0
0
GRAB HOLDINGS LIMITED CLASS A ORD
Stock
G4124C109
152000
40000
SH
SOLE
40000
0
0
GUIDEWIRE SOFTWARE INC COM
Stock
40171V100
8267059
45190
SH
SOLE
45190
0
0
HEALTH CARE SELECT SECTOR SPDR FUND
ETF
81369Y209
4923958
31970
SH
SOLE
31970
0
0
HEWLETT PACKARD ENTERPRISE CO COM
Stock
42824C109
284374
13899
SH
SOLE
13899
0
0
HOME DEPOT INC COM
Stock
437076102
17576766
43378
SH
SOLE
43378
0
0
HONEYWELL INTL INC COM
Stock
438516106
10322891
49939
SH
SOLE
49939
0
0
HP INC COM
Stock
40434L105
481626
13427
SH
SOLE
13427
0
0
IDEXX LABS INC COM
Stock
45168D104
10635386
21051
SH
SOLE
21051
0
0
ILLINOIS TOOL WKS INC COM
Stock
452308109
250351
955
SH
SOLE
955
0
0
ILLUMINA INC COM
Stock
452327109
210221
1612
SH
SOLE
1612
0
0
INDUSTRIAL SELECT SECTOR SPDR FUND
ETF
81369Y704
7285995
53795
SH
SOLE
53795
0
0
INTERCONTINENTAL EXCHANGE INC COM
Stock
45866F104
412042
2565
SH
SOLE
2565
0
0
INTERNATIONAL BUSINESS MACHS COM
Stock
459200101
421378
1906
SH
SOLE
1906
0
0
INTUIT COM
Stock
461202103
19085193
30733
SH
SOLE
30733
0
0
INTUITIVE SURGICAL INC COM NEW
Stock
46120E602
16676160
33945
SH
SOLE
33945
0
0
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
ETF
46137V597
281452
6774
SH
SOLE
6774
0
0
INVESCO QQQ TRUST SERIES I
ETF
46090E103
2155609
4417
SH
SOLE
4417
0
0
INVESCO S&P 500 EQUAL WEIGHT ETF
ETF
46137V357
3489272
19476
SH
SOLE
19476
0
0
IQVIA HLDGS INC COM
Stock
46266C105
386498
1631
SH
SOLE
1631
0
0
ISHARES 1-3 YEAR TREASURY BOND ETF
ETF
464287457
386564
4649
SH
SOLE
4649
0
0
ISHARES 20 YEAR TREASURY BOND ETF
ETF
464287432
995421
10147
SH
SOLE
10147
0
0
ISHARES 7-10 YEAR TREASURY BOND ETF
ETF
464287440
250500
2553
SH
SOLE
2553
0
0
ISHARES BIOTECHNOLOGY ETF
ETF
464287556
3243094
22274
SH
SOLE
22274
0
0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
ETF
464288620
516073
9815
SH
SOLE
9815
0
0
ISHARES CORE MSCI EAFE ETF
ETF
46432F842
666157
8535
SH
SOLE
8535
0
0
ISHARES CORE S&P 500 ETF
ETF
464287200
3663961
6352
SH
SOLE
6352
0
0
ISHARES CORE S&P MID-CAP ETF
ETF
464287507
3039658
48775
SH
SOLE
48775
0
0
ISHARES CORE S&P SMALL CAP ETF
ETF
464287804
843282
7210
SH
SOLE
7210
0
0
ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
305329
3015
SH
SOLE
3015
0
0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
ETF
464287515
342376
3831
SH
SOLE
3831
0
0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
ETF
46434VBG4
3075796
122007
SH
SOLE
122007
0
0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
ETF
46434VBD1
8330464
331891
SH
SOLE
331891
0
0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
ETF
46435GAA0
7917548
325825
SH
SOLE
325825
0
0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
ETF
46435UAA9
8442523
346431
SH
SOLE
346431
0
0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
ETF
46435U515
7865895
308104
SH
SOLE
308104
0
0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
ETF
46436E205
7192273
305924
SH
SOLE
305924
0
0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
ETF
46436E726
5954197
268570
SH
SOLE
268570
0
0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
ETF
46436E486
3518276
165800
SH
SOLE
165800
0
0
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
ETF
46436E312
5077082
197475
SH
SOLE
197475
0
0
ISHARES MSCI EAFE ETF
ETF
464287465
2421172
28951
SH
SOLE
28951
0
0
ISHARES MSCI EMERGING MARKETS ETF
ETF
464287234
1551490
33831
SH
SOLE
33831
0
0
ISHARES MSCI TAIWAN ETF
ETF
46434G772
276084
5125
SH
SOLE
5125
0
0
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1113002
2965
SH
SOLE
2965
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
3999131
18105
SH
SOLE
18105
0
0
ISHARES RUSSELL 3000 ETF
ETF
464287689
375740
1150
SH
SOLE
1150
0
0
ISHARES RUSSELL MIDCAP ETF
ETF
464287499
1266307
14367
SH
SOLE
14367
0
0
ISHARES S&P 100 ETF
ETF
464287101
260102
940
SH
SOLE
940
0
0
ISHARES S&P MID-CAP 400 GROWTH ETF
ETF
464287606
264299
2875
SH
SOLE
2875
0
0
ISHARES TIPS BOND ETF
ETF
464287176
2912873
26368
SH
SOLE
26368
0
0
ISHARES U.S. HOME CONSTRUCTION ETF
ETF
464288752
393756
3098
SH
SOLE
3098
0
0
JOHNSON & JOHNSON COM
Stock
478160104
1188714
7335
SH
SOLE
7335
0
0
JPMORGAN CHASE & CO. COM
Stock
46625H100
18951053
89875
SH
SOLE
89875
0
0
KEYSIGHT TECHNOLOGIES INC COM
Stock
49338L103
640329
4029
SH
SOLE
4029
0
0
KINDER MORGAN INC DEL COM
Stock
49456B101
203228
9200
SH
SOLE
9200
0
0
LAM RESEARCH CORP COM NEW
Stock
512807306
457005
560
SH
SOLE
560
0
0
LENNAR CORP CL A
Stock
526057104
14740240
78623
SH
SOLE
78623
0
0
LOCKHEED MARTIN CORP COM
Stock
539830109
5599500
9579
SH
SOLE
9579
0
0
LOWES COS INC COM
Stock
548661107
1170072
4320
SH
SOLE
4320
0
0
MASTERCARD INCORPORATED CL A
Stock
57636Q104
7438086
15063
SH
SOLE
15063
0
0
MERCADOLIBRE INC COM
Stock
58733R102
410392
200
SH
SOLE
200
0
0
MERCK & CO INC COM
Stock
58933Y105
745181
6562
SH
SOLE
6562
0
0
META PLATFORMS INC CL A
Stock
30303M102
28124033
49130
SH
SOLE
49130
0
0
MICRON TECHNOLOGY INC COM
Stock
595112103
1342733
12947
SH
SOLE
12947
0
0
MICROSOFT CORP COM
Stock
594918104
33873155
78720
SH
SOLE
78720
0
0
MORGAN STANLEY COM NEW
Stock
617446448
9917447
95141
SH
SOLE
95141
0
0
NETFLIX INC COM
Stock
64110L106
10333355
14569
SH
SOLE
14569
0
0
NIKE INC CL B
Stock
654106103
5038270
56994
SH
SOLE
56994
0
0
NORFOLK SOUTHN CORP COM
Stock
655844108
328269
1321
SH
SOLE
1321
0
0
NORTHROP GRUMMAN CORP COM
Stock
666807102
5054158
9571
SH
SOLE
9571
0
0
NOVO-NORDISK A S ADR
ADR
670100205
327919
2754
SH
SOLE
2754
0
0
NVIDIA CORPORATION COM
Stock
67066G104
76244420
627836
SH
SOLE
627836
0
0
ORACLE CORP COM
Stock
68389X105
669129
3927
SH
SOLE
3927
0
0
PALO ALTO NETWORKS INC COM
Stock
697435105
26961526
78881
SH
SOLE
78881
0
0
PEPSICO INC COM
Stock
713448108
5212732
30654
SH
SOLE
30654
0
0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Stock
726503105
241443
13900
SH
SOLE
13900
0
0
PROCEPT BIOROBOTICS CORP COM
Stock
74276L105
3980362
49680
SH
SOLE
49680
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
759655
4386
SH
SOLE
4386
0
0
QUALCOMM INC COM
Stock
747525103
253034
1488
SH
SOLE
1488
0
0
REDDIT INC CL A
Stock
75734B100
516483
7835
SH
SOLE
7835
0
0
ROBERT HALF INC. COM
Stock
770323103
468500
6950
SH
SOLE
6950
0
0
ROYAL CARIBBEAN GROUP COM
Stock
V7780T103
366603
2067
SH
SOLE
2067
0
0
RTX CORPORATION COM
Stock
75513E101
804866
6643
SH
SOLE
6643
0
0
SALESFORCE INC COM
Stock
79466L302
17565990
64177
SH
SOLE
64177
0
0
SCHLUMBERGER LTD COM STK
Stock
806857108
8945502
213242
SH
SOLE
213242
0
0
SCHWAB CHARLES CORP COM
Stock
808513105
499880
7713
SH
SOLE
7713
0
0
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
770759
26414
SH
SOLE
26414
0
0
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
501870
12205
SH
SOLE
12205
0
0
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
230079
3459
SH
SOLE
3459
0
0
SCHWAB US DIVIDEND EQUITY ETF
ETF
808524797
803883
9510
SH
SOLE
9510
0
0
SERVICENOW INC COM
Stock
81762P102
23404398
26168
SH
SOLE
26168
0
0
SHOPIFY INC CL A
Stock
82509L107
12596726
157184
SH
SOLE
157184
0
0
SNOWFLAKE INC CL A
Stock
833445109
6591011
57383
SH
SOLE
57383
0
0
SPDR GOLD SHARES
ETF
78463V107
8773980
36098
SH
SOLE
36098
0
0
SPDR S&P 500 ETF TRUST
ETF
78462F103
11797239
20561
SH
SOLE
20561
0
0
SPDR S&P BIOTECH ETF
ETF
78464A870
2081426
21067
SH
SOLE
21067
0
0
SPDR S&P HOMEBUILDERS ETF
ETF
78464A888
871920
7000
SH
SOLE
7000
0
0
SPDR S&P MIDCAP 400 ETF TRUST
ETF
78467Y107
1212236
2128
SH
SOLE
2128
0
0
STANLEY BLACK & DECKER INC COM
Stock
854502101
458471
4163
SH
SOLE
4163
0
0
STARBUCKS CORP COM
Stock
855244109
1841099
18885
SH
SOLE
18885
0
0
STRYKER CORPORATION COM
Stock
863667101
12228378
33849
SH
SOLE
33849
0
0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
ADR
874039100
10515197
60547
SH
SOLE
60547
0
0
TARGA RES CORP COM
Stock
87612G101
581087
3926
SH
SOLE
3926
0
0
TARGET CORP COM
Stock
87612E106
5442319
34918
SH
SOLE
34918
0
0
TECHNOLOGY SELECT SECTOR SPDR FUND
ETF
81369Y803
3124055
13838
SH
SOLE
13838
0
0
TEREX CORP NEW COM
Stock
880779103
211640
4000
SH
SOLE
4000
0
0
TESLA INC COM
Stock
88160R101
1494431
5712
SH
SOLE
5712
0
0
TEXAS INSTRS INC COM
Stock
882508104
587898
2846
SH
SOLE
2846
0
0
THE CIGNA GROUP COM
Stock
125523100
3928630
11340
SH
SOLE
11340
0
0
THE TRADE DESK INC COM CL A
Stock
88339J105
8677153
79135
SH
SOLE
79135
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
18161240
29360
SH
SOLE
29360
0
0
T-MOBILE US INC COM
Stock
872590104
5557688
26932
SH
SOLE
26932
0
0
TOLL BROTHERS INC COM
Stock
889478103
934665
6050
SH
SOLE
6050
0
0
TRANE TECHNOLOGIES PLC SHS
Stock
G8994E103
333530
858
SH
SOLE
858
0
0
TRIMBLE INC COM
Stock
896239100
447048
7200
SH
SOLE
7200
0
0
TRIP COM GROUP LTD ADS
ADR
89677Q107
237720
4000
SH
SOLE
4000
0
0
TWILIO INC CL A
Stock
90138F102
381341
5847
SH
SOLE
5847
0
0
UBER TECHNOLOGIES INC COM
Stock
90353T100
10230479
136116
SH
SOLE
136116
0
0
UNION PAC CORP COM
Stock
907818108
8497795
34477
SH
SOLE
34477
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
308537
2263
SH
SOLE
2263
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
4841735
8281
SH
SOLE
8281
0
0
VANECK MERK GOLD ETF
ETF
921078101
1260994
49665
SH
SOLE
49665
0
0
VANECK OIL SERVICES ETF
ETF
92189H607
2014625
7101
SH
SOLE
7101
0
0
VANECK SEMICONDUCTOR ETF
ETF
92189F676
14781244
60221
SH
SOLE
60221
0
0
VANGUARD DIVIDEND APPRECIATION ETF
ETF
921908844
345219
1743
SH
SOLE
1743
0
0
VANGUARD GROWTH ETF
ETF
922908736
448889
1169
SH
SOLE
1169
0
0
VANGUARD MID-CAP ETF
ETF
922908629
542698
2057
SH
SOLE
2057
0
0
VANGUARD S&P 500 ETF
ETF
922908363
1626205
3082
SH
SOLE
3082
0
0
VANGUARD SMALL-CAP ETF
ETF
922908751
863919
3642
SH
SOLE
3642
0
0
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
557542
1969
SH
SOLE
1969
0
0
VEEVA SYS INC CL A COM
Stock
922475108
11261414
53659
SH
SOLE
53659
0
0
VERTIV HOLDINGS CO COM CL A
Stock
92537N108
1519212
15270
SH
SOLE
15270
0
0
VISA INC COM CL A
Stock
92826C839
13218022
48074
SH
SOLE
48074
0
0
WALMART INC COM
Stock
931142103
6680448
82730
SH
SOLE
82730
0
0
WEYERHAEUSER CO MTN BE COM NEW
REIT
962166104
230654
6812
SH
SOLE
6812
0
0
WORKDAY INC CL A
Stock
98138H101
22223712
90928
SH
SOLE
90928
0
0
ZOETIS INC CL A
Stock
98978V103
13100620
67052
SH
SOLE
67052
0
0
ZOOM VIDEO COMMUNICATIONS INC CL A
Stock
98980L101
461818
6622
SH
SOLE
6622
0
0